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The Millennial’s Guide to Retirement Planning
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Joy Wealth Management
Lindsey J Swenson
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®
GUIDING YOU TO FIND JOY IN YOUR FINANCIAL JOURNEY
Joy Wealth Management exists to help people along the journey of life. We help our clients reflect on their past, look at their current, and dream about their future. Throughout this process, we analyze progress toward goals then make recommendations on tactical and strategic steps to take to advance more quickly and tax-efficiently. Our approach is Goal-Focused and Planning-Driven toward helping our clients accomplish their vision in life.
Fee-Based Planning
As a fiduciary fee-based financial planning team, we believe in providing personalized and unbiased financial advice tailored to your goals and needs. Our fee-based planning services ensure a comprehensive and client-centric approach that will help you navigate complex financial decisions with confidence and clarity. Whether you’re reviewing risk management options, determining the appropriate amount to save, ensuring each account is allocated to perform optimally within your plan, or creating a distribution plan in retirement, we’re here to guide you!
Here's how I’ll build your personalized plan:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.
Spend Your Life Living!
We're top ranked by Forbes
Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn't have been possible without their endless support!
Forbes Top Financial Security Professionals list (July 2023), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
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Forbes Top Financial Security Professionals Best in State List (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating list, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. |
Sioux Falls Local Best Top 5 Winner
The Sioux Falls Local Best is a way for people in the Sioux Falls area to vote for their favorite. Lindsey has been a local best winner for 11 years in a row! In 2024 she was voted in the top 5 local best in two categories - Financial Advisor and Life Insurance.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4